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Pooled Trusts or (d)(4)(c) Special Needs Trusts

What Are "Pooled Trusts" or (d)(4)(c) Special Needs Trusts & How Can They Help Us?
Learn about "Pooled Trusts" or (d)(4)(c) Trusts and How We Use Them
‚ÄčA pooled SNT is also funded with assets that are owned by the trust beneficiary much like a First party or (d)(4)(a) Special Needs Trust. At times the settlement or inheritance the person receives is small, and a first party SNT may not be the best solution, especially if there is no parent, grandparent or legal guardian available to establish the trust. If spending the funds for the individual’s care or needs or exempt resources is not a viable option, it may be more practical to place the litigation proceeds or inheritance in a pooled special needs trust.

Pooled trusts are established and managed by nonprofit organizations. The assets in the trust are pooled together for investment purposes, but the nonprofit organization manages a sub account for the beneficiary. A major difference between a first party SNT and a pooled trust is that an individual with disabilities can establish the pooled trust sub account himself. This is an attractive option for many beneficiaries who have no living parents, grandparents, or a legal guardian of their property.

We can assist you setting these up, but each state only has a few options for pooled trusts.
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